Avidian Wealth Enterprises’s Fidelity National Information Services FIS Stock Holding History

Avidian Wealth Enterprises’s Portfolio FIS Stock Details FIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4,395	Closed	-$298K	–	484
2022 Q4	$298K	Sell	4,395 -1,329	-23%	-$94.4K	0.02%	360
2022 Q3	$433K	Buy	5,724 +1,085	+23%	+$101K	0.03%	260
2022 Q2	$425K	Buy	+4,639	New	+$461K	0.03%	291
2022 Q1	–	Sell	-5,268	Closed	-$575K	–	526
2021 Q4	$575K	Buy	+5,268	New	+$595K	0.04%	273
2020 Q1	–	Sell	-1,803	Closed	-$251K	–	225
2019 Q4	$251K	Buy	1,803 +215	+14%	+$28.8K	0.04%	196
2019 Q3	$211K	Buy	+1,588	New	+$211K	0.03%	179
2018 Q3	–	Sell	-2,000	Closed	-$212K	–	111
2018 Q2	$212K	Buy	+2,000	New	+$204K	0.07%	90
2016 Q3	–	Sell	-1,000	Closed	-$73.7K	–	85
2016 Q2	$73.7K	Buy	+1,000	New	+$70.3K	26.81%	1

Other funds holding FIS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return